Advisornet Financial’s FT Vest US Equity Buffer ETF May FMAY Stock Holding History

Advisornet Financial’s Portfolio FMAY Stock Details FMAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-300	Closed	-$12.4K	–	2206
2023 Q4	$12.4K	Hold	300	–	–	﹤0.01%	1245
2023 Q3	$11.5K	Hold	300	–	–	﹤0.01%	1209
2023 Q2	$11.7K	Hold	300	–	–	﹤0.01%	1274
2023 Q1	$11K	Hold	300	–	–	﹤0.01%	1274
2022 Q4	$10.6K	Hold	300	–	–	﹤0.01%	1278
2022 Q3	$10K	Hold	300	–	–	﹤0.01%	1335
2022 Q2	$10K	Hold	300	–	–	﹤0.01%	1334
2022 Q1	$11K	Hold	300	–	–	﹤0.01%	1411
2021 Q4	$11K	Hold	300	–	–	﹤0.01%	1455
2021 Q3	$11K	Hold	300	–	–	﹤0.01%	1417
2021 Q2	$11K	Buy	+300	New	+$10.7K	﹤0.01%	1385

Other funds holding FMAY

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWA

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

TLA

Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Advisornet Financial's FMAY Position: Q1 2024 in Review

Advisornet Financial sold out of FT Vest US Equity Buffer ETF May (FMAY) in Q1 2024, closing a stake of 300 shares — an estimated $12.4K sold.

Advisornet Financial first reported a position in FMAY in Q2 2021 and held it in 11 quarters. The position peaked at $12.4K in Q4 2023. 85 funds tracked by Wall St. Rank hold FMAY as of Q1 2024.

Advisornet Financial reported no remaining FT Vest US Equity Buffer ETF May position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 300 FT Vest US Equity Buffer ETF May shares in Q1 2024, an estimated $12.4K.
Advisornet Financial first reported a position in FT Vest US Equity Buffer ETF May in Q2 2021 and held it in 11 quarters.
Advisornet Financial's FT Vest US Equity Buffer ETF May position peaked at $12.4K in Q4 2023.
85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF May as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.